We take financial planning and make it simple

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The roadmap to financial success

Our team

Tomer Dicturel
CEO
Adam
Advance case design
Lauren
New Business Coordinator
Shannon
Senior Case Manager
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Testimonials

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Joel
Tomer is a one-of-kind individual with deep product knowledge
Tomer is a one-of-kind individual with deep product knowledge that can help you go a long way. Tomer is the kind of person that would go out of his way to help a client and a friend. I recommend Tomer to anyone that is looking for someone that takes each client personally and walks them through the process with white gloves.
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Lisa
Tomer Dicturel is the only person I would trust to provide my life insurance.
Tomer Dicturel is the only person I would trust to provide my life insurance. He made sure that I got great value for my money, and educated me on many different life insurance products that will provide not only for me, but more importantly for my children. I dare you to find anyone else who knows more about life insurance
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Gabriel
Tomer is one of the most resourceful professional in my network.
Tomer is one of the most resourceful professional in my network. I have had the opportunity of working with Tomer on two cases. In both cases, Tomer showed how responsible, client oriented and amazing service he provides.
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Dale Moshe
Tomer is one of a kind project finance expert who while he is realistic he also delivers.
Tomer is one of a kind project finance expert who while he is realistic he also delivers. After a four year acquaintance with him, I highly recommend his services and organization. Those who were competing with him when I enlisted him are now out of business. That is the kind of staying power one looks for when seeking the services he provides.
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Richard
Tomer is a person that quickly accurately simplifies the options
Tomer is a person that quickly accurately simplifies the options to provide useful information and not just a array of options. He is careful and attentive. I'm happy to recommend him.
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Darrell Steward
customer
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Sed felis tortor, dignissim enim ipsum. Diam tellus tellus quam ultrices. Varius duis pulvinar dolor in nulla. Sed non scelerisque purus volutpat justo non euismod.
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Darrell Steward
customer
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Sed felis tortor, dignissim enim ipsum. Diam tellus tellus quam ultrices. Varius duis pulvinar dolor in nulla. Sed non scelerisque purus volutpat justo non euismod.
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Darrell Steward
customer
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Sed felis tortor, dignissim enim ipsum. Diam tellus tellus quam ultrices. Varius duis pulvinar dolor in nulla. Sed non scelerisque purus volutpat justo non euismod.
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